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By : Ramon A. Pili




                       Ramon Arias Pili
             Email: rapili@elnusa.co.id
Date of birth   : Jakarta, 6 June 1977
                              Degree          : S1, Economic Faculty,
                                                 University of Indonesia
                              Occupation      : 2006 – 2008, Head of Adm. & Fin. OFS BPN
                                                 2008 – 2009, Proc. Manager of OFS Div.
                                                 2009 – Present, Proc. Manager of EDS Div
                              Certification   : 2009, Kepres 80/2003, BAPPENAS
                                                2010, International Purchasing & Supply Chain
                                                (IPSCM), ITC
                                                2011, Advanced International Purchasing &
                                                Supply Chain (IPSCM), ITC (test will be held on
                                                Sept, 2011)
                              Workshop          : 2010, Basic Supply Chain (IPOMS)
                                                 2011, Material for CSCP Certification (IPOMS)



Ramon Arias Pili@Copyright 2011                                                            2
1 ) Te r m s & D e f i n i t i o n s
                     2)Ethics & Principles
                     3 ) Re g u l a t i o n s
                     4 ) Te n d e r P ro c e s s
                     5 ) Co n t ra c t
                     6 ) Co n te n t o f t h e Co n t ra c t
                     7 ) Re f e re n c e




Ramon Arias Pili@Copyright 2011                                3
1) “            ” means to present for acceptance or rejection.

 2) “              ” relates to the making of a formal offer in a sealed envelope.

 3) “  ” is associated with making offers at tenders. Bid is also
    commonly used in relation to any offer made.

 4) “                              ” means elaborating the term of reference/bid
    document.

 5) “                    ” is a semi-formal process related to an enquiry.

 6) “                  ” means suggest an indicative offer rather than a formal
    offer .

 7) “                 ” means appraisal of competency , ability and
    eligibility from vendors.

Ramon Arias Pili@Copyright 2011                                                      4
1) “                  ”, achieving target with time that already agreed

 2) “                  ”, according to the organization needs and goals.

 3) “                        ”, open to all eligible suppliers.

 4) “                         ”, suppliers have access to the information and
      requirement of the tender.

 5) “                 ”, fair treatment to all suppliers.

 6) “                        ”, achieve target according to the needs, financial and
      benefits to avoid authority abuse.

Ramon Arias Pili@Copyright 2011                                                    5
• Provide adequate degree of transparency in the entire procurement
                                    cycle.
           Transparency           • Maximize transparency in competitive tendering and take
                                    precautionary measures to enhance integrity.


                                  • Ensure that public funds are used in public procurement according
                                    to the purposes intended.
       Good Management            • Ensure that procurement officials meet high professional standards
                                    of knowledge, skills and integrity.

                                  • Put mechanisms in place to prevent risks to integrity.
        Prevention of             • Encourage close co-operation between government and the private
   Misconduct, Compliance           sector.
       and Monitoring             • Provide specific mechanisms to monitor public procurement as well
                                    as to detect misconduct and apply sanctions accordingly.
                                  • Establish a clear chain of responsibility together with effective
                                    control mechanisms.
   Accountability & Control       • Handle complaints from potential suppliers.
                                  • Empower civil society organizations, media and the wider public to
                                    scrutinize public procurement.


Ramon Arias Pili@Copyright 2011                                                                          6
1) Conducting the job based on the regulations with high responsibility attitude
    to achieve target and objective.

 2) Professional and independent with honesty and able to keep all documents
    confidential.

 3) Predispose other directly or indirectly against the unsupportive competition is
    prohibited.

 4) Accepting all decisions that have been agreed within parties.

 5) Avoid “Conflict of Interest”.

 6) Prevent and avoid authority abuse for personal intentions.

 7) Do not accept any kind of bribery, commission, gift or any kind from others.


Ramon Arias Pili@Copyright 2011                                                    7
Ramon Arias Pili@Copyright 2011   8
 Based on Term of Payment

                                                                Based on Period of Contract
                             Distribute Tender Document
                             Aanwijzing                        Content of the Contract
                             Submit Quotation
                             Evaluation
                             Negotiation
                             Winner Selection
                             Debrief unselected participant
   Procurement Plan
   Choosing the Selection Method
   Qualification Method
   Scheduling Plan
   Document Preparation and OE Determination




Ramon Arias Pili@Copyright 2011                                                                9
 Preparation



             Procurement Plan

              •Considering the needs of operational
              •Considering some factors:
                                          • Optimize procurement process
                                          • Type of Contract, quantity, quality and deadline
                                          • The procurement workflow
                                          • Cost Risk
                                          • Technology
              • Maximize product consumption and competency in result.
              • Considering the rule of K3LL

             Choosing the selection method

             •Public Tendering
             •Limited Tendering
             •Direct Selection
             •Direct Appointment                                                               • Preparation
             Qualification Method                                                              • Execution
             •Pre-qualification                                                                • Contract
             •After-qualification


Ramon Arias Pili@Copyright 2011                                                                                10
 Pre-qualification

           Advertise the Open
                                                                     ≥1
               Tendering                                                                Winner
                                                                Price Evaluation
                                                                                       Selection
           Prequalification
                                                                     ≥1
                                     2= Direct Selection
       NO        ≥3         2nd NO   ≤ 1Direct Appointment
                                                              Technical Evaluation
             Pre bid
        Meeting/Aanwijzing
                                                                     ≥1
        Arrange BAP/ADDM
                                                                Administration
                                                                  Evaluation
            Submit & Open                                                            • Preparation
              Quotation                                           Arithmetic
                                                                                     • Execution
                                                                  Correction
      NO         ≥3         2nd NO
                                                                                     • Contract


Ramon Arias Pili@Copyright 2011                                                                      11
 After-qualification

           Advertise the Open                                         ≥1
               Tendering

             Register and                                        Price Evaluation       Verify the Qualification
                                                                                               Document
           Collect Document           2= Direct Selection
                                      ≤1Direct Appointment           ≥1
                Pre bid                                                                          ≥1
           Meeting/Aanwijzing
                                                               Technical
                                                              NO           Evaluation

           Arrange BAP/ADDM                                                                    Winner
                                                                      ≥1                      Selection
       NO         ≥3         2nd NO
                                                                 Administration
                                                                   Evaluation
            Submitting and                                                                       • Preparation
            Open Quotation                                         Arithmetic
                                                                                                 • Execution
                                                                   Correction
      NO         ≥3          2nd NO
                                                                                                 • Contract


Ramon Arias Pili@Copyright 2011                                                                                    12
 Preparation




             Scheduling Plan

             • Creating the schedule from beginning to end

             Document Preparation and OE Determination

             • Preparing for document
             • Determine Owner Estimation



                                                             • Preparation
                                                             • Execution
                                                             • Contract


Ramon Arias Pili@Copyright 2011                                              13
 Execution



             Distribute Tender Document

             • Register/Invited to the tender

             Aanwijzing

             • Explaining and describing tender specifications

             Submit Quotation

             • Submitting the quotation within stated period
             • One Envelope
             • Two Envelope
                                                                 • Preparation
             • Two Stage
                                                                 • Execution
                                                                 • Contract


Ramon Arias Pili@Copyright 2011                                                  14
 Execution



             Evaluation

             • Elimination System
             • Scoring System
             • Lifecycle Cost (TCO)

             Negotiation

             • Reconditions the submitted quotation

             Winner Selection

             • Winner could be announced from website or public media

             Debrief Unselected Participants                            • Preparation
                                                                        • Execution
                                                                        • Contract


Ramon Arias Pili@Copyright 2011                                                         15
 Based on Term of Payment
             Lump-Sum

             • The work should be accomplished within period of time

             Unit Price

             • The work should be accomplished within period of time
             • Fixed price

             Cost Plus Fee


             Turn key

             • Refers to something that is ready for immediate use     • Preparation
                                                                       • Execution
                                                                       • Contract


Ramon Arias Pili@Copyright 2011                                                        16
 Based on Period of Contract
             Single Year


             Multi-Year




                                  • Preparation
                                  • Execution
                                  • Contract


Ramon Arias Pili@Copyright 2011                   17
1)    Identifying the parties
 2)    Description of the goods/services/capital investment
 3)    Contract price
 4)    Delivery
 5)    Inspection by the buyer
 6)    Retention of title
 7)    Payment conditions
 8)    Documents
 9)    Liability for late delivery, non delivery and remedies
 10) Limitation of liability for nonconforming goods
 11) Claims in product liability or otherwise
 12) Force majeure
                                                                • Preparation
 13) Applicable law
                                                                • Execution
 14) Resolution of disputes
                                                                • Contract
 15) Language of the contract

Ramon Arias Pili@Copyright 2011                                                 18
16) Conditions to the entering into force of the contract
 17) Definitions
 18) Notices and communications
 19) Exclusion of headings
 20) Merger
 21) Modification of the contract
 22) Changes in the parties
 23) Assignment
 24) Termination for cause
 25) Insurance
 26) Warranty claims
 27) Void ability of the contract or part or it
                                                                   • Preparation
 28) Intellectual or industrial property
                                                                   • Execution
 29) Taxes
                                                                   • Contract
 30) Performance bonds, advance payment, and/or completion bonds

Ramon Arias Pili@Copyright 2011                                                    19
 Keputusan Presiden No. 80/2003

  Peraturan Presiden 54/2010

  Pedoman Tata Kerja 007 rev 1 & 2 (BPMigas)

  International   Purchasing     &    Supply    Chain    Management
   (IPSCM), Modul 6

  IPSCM, Modul 8

  OECD Principles for Integrity in Public Procurement, OECD, 2009

  Bids, Tenders & Proposals, Kogan Page, 2003

  Lembaga Kajian Pengadaan (Barang/Jasa) Pemerintah (LKPP)


Ramon Arias Pili@Copyright 2011                                      20
Ramon Arias Pili@Copyright 2011   END

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Tender Management by Ramon A. Pili

  • 1. By : Ramon A. Pili Ramon Arias Pili Email: rapili@elnusa.co.id
  • 2. Date of birth : Jakarta, 6 June 1977 Degree : S1, Economic Faculty, University of Indonesia Occupation : 2006 – 2008, Head of Adm. & Fin. OFS BPN 2008 – 2009, Proc. Manager of OFS Div. 2009 – Present, Proc. Manager of EDS Div Certification : 2009, Kepres 80/2003, BAPPENAS 2010, International Purchasing & Supply Chain (IPSCM), ITC 2011, Advanced International Purchasing & Supply Chain (IPSCM), ITC (test will be held on Sept, 2011) Workshop : 2010, Basic Supply Chain (IPOMS) 2011, Material for CSCP Certification (IPOMS) Ramon Arias Pili@Copyright 2011 2
  • 3. 1 ) Te r m s & D e f i n i t i o n s 2)Ethics & Principles 3 ) Re g u l a t i o n s 4 ) Te n d e r P ro c e s s 5 ) Co n t ra c t 6 ) Co n te n t o f t h e Co n t ra c t 7 ) Re f e re n c e Ramon Arias Pili@Copyright 2011 3
  • 4. 1) “ ” means to present for acceptance or rejection. 2) “ ” relates to the making of a formal offer in a sealed envelope. 3) “ ” is associated with making offers at tenders. Bid is also commonly used in relation to any offer made. 4) “ ” means elaborating the term of reference/bid document. 5) “ ” is a semi-formal process related to an enquiry. 6) “ ” means suggest an indicative offer rather than a formal offer . 7) “ ” means appraisal of competency , ability and eligibility from vendors. Ramon Arias Pili@Copyright 2011 4
  • 5. 1) “ ”, achieving target with time that already agreed 2) “ ”, according to the organization needs and goals. 3) “ ”, open to all eligible suppliers. 4) “ ”, suppliers have access to the information and requirement of the tender. 5) “ ”, fair treatment to all suppliers. 6) “ ”, achieve target according to the needs, financial and benefits to avoid authority abuse. Ramon Arias Pili@Copyright 2011 5
  • 6. • Provide adequate degree of transparency in the entire procurement cycle. Transparency • Maximize transparency in competitive tendering and take precautionary measures to enhance integrity. • Ensure that public funds are used in public procurement according to the purposes intended. Good Management • Ensure that procurement officials meet high professional standards of knowledge, skills and integrity. • Put mechanisms in place to prevent risks to integrity. Prevention of • Encourage close co-operation between government and the private Misconduct, Compliance sector. and Monitoring • Provide specific mechanisms to monitor public procurement as well as to detect misconduct and apply sanctions accordingly. • Establish a clear chain of responsibility together with effective control mechanisms. Accountability & Control • Handle complaints from potential suppliers. • Empower civil society organizations, media and the wider public to scrutinize public procurement. Ramon Arias Pili@Copyright 2011 6
  • 7. 1) Conducting the job based on the regulations with high responsibility attitude to achieve target and objective. 2) Professional and independent with honesty and able to keep all documents confidential. 3) Predispose other directly or indirectly against the unsupportive competition is prohibited. 4) Accepting all decisions that have been agreed within parties. 5) Avoid “Conflict of Interest”. 6) Prevent and avoid authority abuse for personal intentions. 7) Do not accept any kind of bribery, commission, gift or any kind from others. Ramon Arias Pili@Copyright 2011 7
  • 9.  Based on Term of Payment  Based on Period of Contract  Distribute Tender Document  Aanwijzing  Content of the Contract  Submit Quotation  Evaluation  Negotiation  Winner Selection  Debrief unselected participant  Procurement Plan  Choosing the Selection Method  Qualification Method  Scheduling Plan  Document Preparation and OE Determination Ramon Arias Pili@Copyright 2011 9
  • 10.  Preparation Procurement Plan •Considering the needs of operational •Considering some factors: • Optimize procurement process • Type of Contract, quantity, quality and deadline • The procurement workflow • Cost Risk • Technology • Maximize product consumption and competency in result. • Considering the rule of K3LL Choosing the selection method •Public Tendering •Limited Tendering •Direct Selection •Direct Appointment • Preparation Qualification Method • Execution •Pre-qualification • Contract •After-qualification Ramon Arias Pili@Copyright 2011 10
  • 11.  Pre-qualification Advertise the Open ≥1 Tendering Winner Price Evaluation Selection Prequalification ≥1 2= Direct Selection NO ≥3 2nd NO ≤ 1Direct Appointment Technical Evaluation Pre bid Meeting/Aanwijzing ≥1 Arrange BAP/ADDM Administration Evaluation Submit & Open • Preparation Quotation Arithmetic • Execution Correction NO ≥3 2nd NO • Contract Ramon Arias Pili@Copyright 2011 11
  • 12.  After-qualification Advertise the Open ≥1 Tendering Register and Price Evaluation Verify the Qualification Document Collect Document 2= Direct Selection ≤1Direct Appointment ≥1 Pre bid ≥1 Meeting/Aanwijzing Technical NO Evaluation Arrange BAP/ADDM Winner ≥1 Selection NO ≥3 2nd NO Administration Evaluation Submitting and • Preparation Open Quotation Arithmetic • Execution Correction NO ≥3 2nd NO • Contract Ramon Arias Pili@Copyright 2011 12
  • 13.  Preparation Scheduling Plan • Creating the schedule from beginning to end Document Preparation and OE Determination • Preparing for document • Determine Owner Estimation • Preparation • Execution • Contract Ramon Arias Pili@Copyright 2011 13
  • 14.  Execution Distribute Tender Document • Register/Invited to the tender Aanwijzing • Explaining and describing tender specifications Submit Quotation • Submitting the quotation within stated period • One Envelope • Two Envelope • Preparation • Two Stage • Execution • Contract Ramon Arias Pili@Copyright 2011 14
  • 15.  Execution Evaluation • Elimination System • Scoring System • Lifecycle Cost (TCO) Negotiation • Reconditions the submitted quotation Winner Selection • Winner could be announced from website or public media Debrief Unselected Participants • Preparation • Execution • Contract Ramon Arias Pili@Copyright 2011 15
  • 16.  Based on Term of Payment Lump-Sum • The work should be accomplished within period of time Unit Price • The work should be accomplished within period of time • Fixed price Cost Plus Fee Turn key • Refers to something that is ready for immediate use • Preparation • Execution • Contract Ramon Arias Pili@Copyright 2011 16
  • 17.  Based on Period of Contract Single Year Multi-Year • Preparation • Execution • Contract Ramon Arias Pili@Copyright 2011 17
  • 18. 1) Identifying the parties 2) Description of the goods/services/capital investment 3) Contract price 4) Delivery 5) Inspection by the buyer 6) Retention of title 7) Payment conditions 8) Documents 9) Liability for late delivery, non delivery and remedies 10) Limitation of liability for nonconforming goods 11) Claims in product liability or otherwise 12) Force majeure • Preparation 13) Applicable law • Execution 14) Resolution of disputes • Contract 15) Language of the contract Ramon Arias Pili@Copyright 2011 18
  • 19. 16) Conditions to the entering into force of the contract 17) Definitions 18) Notices and communications 19) Exclusion of headings 20) Merger 21) Modification of the contract 22) Changes in the parties 23) Assignment 24) Termination for cause 25) Insurance 26) Warranty claims 27) Void ability of the contract or part or it • Preparation 28) Intellectual or industrial property • Execution 29) Taxes • Contract 30) Performance bonds, advance payment, and/or completion bonds Ramon Arias Pili@Copyright 2011 19
  • 20.  Keputusan Presiden No. 80/2003  Peraturan Presiden 54/2010  Pedoman Tata Kerja 007 rev 1 & 2 (BPMigas)  International Purchasing & Supply Chain Management (IPSCM), Modul 6  IPSCM, Modul 8  OECD Principles for Integrity in Public Procurement, OECD, 2009  Bids, Tenders & Proposals, Kogan Page, 2003  Lembaga Kajian Pengadaan (Barang/Jasa) Pemerintah (LKPP) Ramon Arias Pili@Copyright 2011 20